How big is Xterra Global LLC's plan?

Xterra Global LLC's plan reported $890K in assets and 5 participants for 2024.

Original filing (PDF)20250618111734NAL0003361792001

Xterra Global LLC

Name: Xterra Global LLC — Xterra 401(k) PSP, Form 5500 (2024)
Creator: Xterra Global LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Xterra 401(k) PSP

401(k) retirement plan · Xterra Global LLC's Xterra 401(k) PSP held $890K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$890K

Net assets (EOY)

$890K

People on this filing

Julie Donaldson signed Xterra Global LLC's 2024 Form 5500 as plan administrator.

Julie Donaldson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Xterra Global LLC's EIN is 81-3919927.

EIN 81-3919927

Plan number 001

Plan year 2024

ACK ID 20250618111734NAL0003361792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Xterra Global LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Xterra Global LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for XTERRA GLOBAL LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

XTERRA GLOBAL LLC

EIN

all filings

Address

45 S 7TH STREET · #1810 · MINNEAPOLIS, MN · 55402

Phone

(612) 501-3334

Industry

Arts, Entertainment, Recreation

Plan administrator